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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
2001
Demars Financial Group
Washington
$1.34M -$68.2K -617 -5%
LAM
2002
L2 Asset Management
Massachusetts
$1.34M +$298K +2,690 +28%
AIM
2003
Athena Investment Management
California
$1.34M -$31.2K -282 -2%
GC
2004
Gratus Capital
Georgia
$1.34M -$154K -1,392 -10%
YAL
2005
Your Advocates Ltd
Texas
$1.34M +$9.51K +86 +0.7%
FANJ
2006
Financial Architects (New Jersey)
New Jersey
$1.33M -$230K -2,080 -15%
WFC
2007
Western Financial Corp
California
$1.33M +$116K +1,048 +9%
CBC
2008
Coombe, Bender & Co
New York
$1.33M +$110K +992 +9%
FWA
2009
FOCUS Wealth Advisors
Texas
$1.33M +$1.34M +12,133 New
MIC
2010
Meridian Investment Counsel
California
$1.33M -$27.7K -250 -2%
PWM
2011
Prosperity Wealth Management
California
$1.33M +$1.44K +13 +0.1%
AAB
2012
ABN AMRO Bank
Netherlands
$1.33M +$1.33M +12,059 New
REMPR
2013
Roof Eidam Maycock Peralta (REMP)
California
$1.32M – – –
HCM
2014
Hollencrest Capital Management
California
$1.32M -$133K -1,199 -9%
ASBI
2015
American State Bank (Iowa)
Iowa
$1.32M +$11.5K +104 +0.9%
ECU
2016
Eisler Capital (US)
New York
$1.32M +$1.33M +12,026 New
PTP
2017
Platform Technology Partners
New York
$1.32M -$56.5K -511 -4%
LRPA
2018
L. Roy Papp & Associates
Arizona
$1.32M -$33.2K -300 -2%
PSCM
2019
P&S Credit Management
New York
$1.32M – – –
RH
2020
RFG Holdings
Texas
$1.32M +$705K +6,372 +113%
SW
2021
SteelPeak Wealth
California
$1.31M -$328K -2,966 -20%
PWP
2022
Private Wealth Partners
California
$1.31M +$2.65K +24 +0.2%
RB
2023
Renasant Bank
Mississippi
$1.31M +$125K +1,126 +10%
BFP
2024
Briaud Financial Planning
Texas
$1.31M +$508K +4,593 +62%
RA
2025
Rational Advisors
New York
$1.31M -$1.33M -12,009 -50%
79 80
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